Seven equity funds that held their own in the financial crisis [Toronto Globe and Mail (Ontario, Canada)]
Morningstar, Inc. (MORN)
US:NASDAQ Investor Relations:
shareholders.morningstar.com/investor-relations/default.aspx
Company Research
Source: Toronto Globe and Mail
Seven equity funds that held their own in the financial crisis Equity funds that protected on the downside during the 2008-09 financial crisis and recovered faster than the index. After the triple hit to the Canadian economy (COVID-19 worries, a surprise interest rate cut and an oil price plunge), so far this year the S&P/TSX Composite has erased more than half the gains it made in 2019. Although Morningstar’s view is that the economic impact of the novel coronavirus will have a marginal impact on world GDP over the long term, this doesn’t mean that investors aren’t feeling the full pain of today’s equity markets. Taking a lesson from history, this week I look for Canadian equity managers who were able to outperform the index during the 2008-09 financial crisis. The search may interest investors who might consider paying for active management during today’s volatile times. The key measure that outlines this trait is known as maximum drawdown, or the value lost from peak to valley duri
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Analyst Actions
- 2/26/24 - TheStreet
MORN
Sec Filings
- 3/28/24 - Form ARS
- 3/28/24 - Form DEFA14A
- 3/28/24 - Form DEF
- MORN's page on the SEC website